Grantvest Financial Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Grantvest Financial Group’s Portfolio VIG Stock Details VIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$352K	Hold	1,487	–	–	0.2%	120
2026 Q1	$320K	Sell	1,487 -6	-0.4%	-$1.34K	0.21%	119
2025 Q4	$328K	Sell	1,493 -220	-13%	-$48.1K	0.21%	113
2025 Q3	$370K	Sell	1,713 -50	-3%	-$10.5K	0.26%	92
2025 Q2	$361K	Sell	1,763 -399	-18%	-$77.3K	0.27%	85
2025 Q1	$419K	Hold	2,162	–	–	0.34%	73
2024 Q4	$423K	Buy	+2,162	New	+$432K	0.47%	64

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Grantvest Financial Group's VIG Position: Q2 2026 in Review

Grantvest Financial Group held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 1,487 shares worth $352K. The position accounts for 0.2% of the portfolio, ranked #120.

Grantvest Financial Group first reported a position in VIG in Q4 2024 and has held it in 7 quarters since. The position peaked at $423K in Q4 2024. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Grantvest Financial Group held 1,487 shares of Vanguard Dividend Appreciation ETF worth $352K as of Q2 2026.
Grantvest Financial Group left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.2% of Grantvest Financial Group's portfolio in Q2 2026, its #120 holding.
Grantvest Financial Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 7 quarters since.
Grantvest Financial Group's Vanguard Dividend Appreciation ETF position peaked at $423K in Q4 2024.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Grantvest Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.